Momentum

Fact Sheet

Momentum Fact Sheet — September 2024

After a volatile start, markets grew bullish in September as the long awaited first cut by the Federal Reserve came, and China delivered the surprise monetary and fiscal policy announcement that many had lost hope it would ever come. Sentiment is now strong, but gold and defensive equities once again

by Harmony Portfolios
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Momentum

Global Matters Weekly – Is there still value in Value?

Since the Global Financial Crisis, value has suffered one of its longest drawdowns against other style factors, most notably growth. Calls for the death of value have been growing. So, let’s explore the arguments against value, seeking answers to why it has underperformed and whether these outcries have been premature.

by Harmony Portfolios
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